Wellner Family Community Trust BB Ttee
Wellner Family Community Trust BB Ttee is a private foundation, based in Lenox, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $516K in total assets. In 2025, it awarded 9 grants totaling $40K. Net investment income was $56K.
Wellner Family Community Trust BB Ttee at a glance
In short: Wellner Family Community Trust BB Ttee gave $40K across 9 grants in 2025 (avg $4K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $40,000
- +31.9% vs 2024
- Grants made (2025)
- 9
- -10.0% vs 2024
- Average grant
- $4,444
- +46.6% vs 2024
- Median grant
- $4,000
- Total assets
- $515,511
- +1.6% vs 2024
- Primary geography
- Connecticut (93% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Wellner Family Community Trust BB Ttee funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was North Canaan Social Services ($10K). Together the top 9 received $40K.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 48 grants of 48 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How Wellner Family Community Trust BB Ttee gives
- Giving held roughly steady from 2022 to 2025 (+7%). Method
- In 2025 it paid out 121% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $25K (2023) to $43K (2019). In 2025 it made 9 grants totaling $40K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| North Canaan Social Services Canaan, CT | General Support | $10,000 |
| Canaan Child Care Center Canaan, CT | General Support | $5,000 |
| Canaan Railroad Historical Society Canaan, CT | General Support | $5,000 |
| Falls Village Canaan Falls Village, CT | General Support | $4,000 |
| The Douglas Library Canaan, CT | General Support | $4,000 |
| Canaan Community Trust Canaan, CT | General Support | $4,000 |
| The Canaan Fire Company Canaan, CT | General Support | $4,000 |
| Fishes & Loaves Food Pantry Devens, MA | General Support | $3,000 |
| North Canaan Elementary School Canaan, CT | General Support | $1,000 |
Ready to take the next step with Wellner Family Community Trust BB Ttee?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $515,511 | $69,591 | $61,476 | $40,000 | 9 | $47,532 | $56,311 | $39,322 |
| 2024 | $507,512 | $39,820 | $48,243 | $30,325 | 10 | $35,130 | $26,464 | $38,765 |
| 2023 | $516,422 | $16,069 | $44,377 | $25,000 | 10 | $31,391 | $4,956 | $34,940 |
| 2022 | $537,224 | $40,698 | $55,752 | $37,331 | 11 | $41,632 | $27,475 | $34,376 |
| 2021 | $558,652 | $49,817 | $48,399 | $29,772 | 8 | $34,385 | $35,464 | $40,435 |
| 2020 | $560,281 | $7,406 | $52,959 | $33,237 | 9 | — | $383 | $36,236 |
| 2019 | $598,663 | $27,383 | $63,246 | $43,129 | 8 | — | $13,694 | $36,353 |
Under IRS private-foundation payout rules, Wellner Family Community Trust BB Ttee reported a distributable amount of $39K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wellner Family Community Trust BB Ttee's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Douglas E. Humes
Advisor
Annual Selection Committe Cons → Advisor, 2024
On filings since 2019
1 hr/week
$1K (2019) → $1K (2025)
Patricia Glennon
Advisor
Annual Selection Committe Cons → Advisor, 2024
On filings since 2019
1 hr/week
$5K (2019) → $5K (2025)
Former officers (1)
- Former: Berkshire Bank (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Patricia Glennon (Advisor). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Wellner Family Community Trust BB Ttee
How much does Wellner Family Community Trust BB Ttee give each year?
Wellner Family Community Trust BB Ttee gave $40K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 10 grants.
What is Wellner Family Community Trust BB Ttee's typical grant size?
Wellner Family Community Trust BB Ttee's median grant in 2025 was $4,000, and its average grant was $4,444, across 9 grants on its 2025 IRS Form 990-PF.
Where does Wellner Family Community Trust BB Ttee give grants?
Wellner Family Community Trust BB Ttee gives mostly in Connecticut: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (8%). The most frequent recipient cities were Canaan, CT (7 grants).
Does Wellner Family Community Trust BB Ttee give general operating support?
Yes: 100% of Wellner Family Community Trust BB Ttee's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Wellner Family Community Trust BB Ttee's largest grantees?
Wellner Family Community Trust BB Ttee's largest 2025 grantees include North Canaan Social Services ($10,000), Canaan Child Care Center ($5,000) and Canaan Railroad Historical Society ($5,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Wellner Family Community Trust BB Ttee?
Wellner Family Community Trust BB Ttee reported $516K in total assets on its 2025 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $39K (roughly 5% of its investment assets).
What is Wellner Family Community Trust BB Ttee's EIN?
Wellner Family Community Trust BB Ttee's EIN (Employer Identification Number) is 06-1468789. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 11, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
Explore Open Grants
Browse active grant opportunities in Wellner Family Community Trust BB Ttee's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
United Way of Northwest Connecticut Inc
Torrington, CT
United way of northwest connecicut inc. Fulfills its mission by both providing direct community programs and funding partner nonprofit organizations. Our programs support local needs including alice initiatives, emergency assistance, education support, volunteer engagement, and other targeted services. In addition, we allocate resources to qualified human services agencies throughout northwest Connecticut.
Assets
$654K
Grants
2
Total Given
$20K
The Marvin and Helene Gralnick
Austin, TX
Assets
$3.4M
Grants
5
Total Given
$169K
Sneed Family Foundation
Dallas, TX
Assets
$2.3M
Grants
6
Total Given
$133K
Northwest Connecticut Community Foundation Inc
Torrington, CT
The Northwest Connecticut Community Foundation funds qualified public charities and student scholarships across a range of community needs, primarily serving 20 towns in Northwest Connecticut. Its 2025 grants ranged from $5,700 to $826,112, with a median award of $19,350. The profile does not state whether it accepts unsolicited requests.
Assets
$176.3M
Grants
103
Total Given
$4.6M
Leadership Legacy Life Foundation
Dover, DE
Fund charitable organizations in the areas of animal welfare, arts & culture, children & youth services, community service, counseling, disabilities services, education, family, healthcare...
Assets
$2.9M
Grants
7
Total Given
$290K
John K Bastien Foundation Inc
Delray Beach, FL
The foundation’s grants support charitable work including service dogs for veterans and first responders, food assistance, and disaster and humanitarian aid, with recent funding going to organizations in Florida, North Carolina, Virginia, Washington, D.C., and New York. Its 2026 grants ranged from $1,000 to $10,000, with a median of $2,438. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$355K
Grants
10
Total Given
$31K
More similar funders
More Funders in Massachusetts
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Wellner Family Community Trust BB Ttee's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Wellner Family Community Trust BB Ttee down — hundreds of funders to go?